Spectrum Wealth Advisors An Independent Registered Investment Advisor
Mission Statement
We offer a spectrum of services to satisfy a discerning clientele. Whatever your need, our goal is to help you build confidence as you work toward the achievement of your important financial and life goals. Our mission is to enable you to enjoy a fully rewarding life, however you define it.
At Spectrum Wealth Advisors, we have one goal: to grow, maintain and efficiently distribute wealth for our clients. That’s why we offer a spectrum of services for a spectrum of dreams!
Your Rights as a Client:
Courteous service
A trustworthy and competent financial advisor
Suitable recommendations
Timely transactions at the best available prices
Full disclosure of costs and risks
Clear communications
Comprehensive statements and trade confirmations
Prompt error and complaint resolution
Strict confidentiality
Click here to read the Raymond James Client Bill of Rights
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.